Services
Practical data leadership for companies that need better visibility, cleaner reporting, and stronger decision systems. Every service is designed to move you from where you are to where your data needs to be.
Data Readiness & KPI Audit.
The smart starting point. A paid, founder-delivered diagnostic that tells you exactly where your reporting stands — what you can trust, what’s inconsistent, and what to fix first. You walk away with a readiness scorecard, a KPI and reporting gap summary, and a prioritized 30/60/90-day roadmap your leadership team can actually act on.
This isn’t an online quiz. It’s a hands-on assessment of your real reports, real systems, and real KPI definitions.
What you get:
Readiness findings summary
Reporting and KPI gap summary
30/60/90-day priority roadmap
Executive recommendations
Optional follow-up presentation to your leadership team
Fractional Data Officer
Your embedded data leader — without the full-time overhead. As your Fractional Data Officer, I own the data strategy, align stakeholders on the KPIs that actually matter, govern the reporting, and keep your analytics roadmap moving. Think of it as having a CDO on your leadership team, sized and priced right for where you are.
This is the highest-value engagement and where most ongoing client relationships live. Data audits, dashboards, governance, cleanup, and AI readiness all sit under this umbrella.
What’s included:
Data strategy and roadmap ownership
KPI strategy and definition
Governance framework design
Executive advisory and leadership meeting support
BI prioritization and vendor coordination
AI readiness roadmap
Monthly leadership updates
Dashboards & Workflow Design
Dashboards people actually use — built in Power BI, Tableau, or QlikView. The promise isn’t more charts. It’s clearer answers, better visibility, and reporting that supports real decisions in real leadership meetings.
What’s included:
Power BI, Tableau, and QlikView dashboard development
Executive, finance, operations, sales, and manufacturing dashboards
KPI and reporting design
Workflow design around who updates, owns, reviews, and acts on the data
Reporting rhythm recommendations for leadership meetings
Adoption support
Data Cleanup & Refresh.
Reporting data drifts. Fields get inconsistent, manual workarounds pile up, and before long nobody trusts the numbers again. This recurring support service keeps that from happening — maintaining clean, current, reliable data so your reports stay trustworthy between larger engagements
What’s included:
Monthly data refresh and cleanup
Field and metric standardization
Recurring reporting support
Process documentation
Issue flagging for governance or system-level fixes
AI Readiness Roadmap
Before AI can help your business, your data has to be ready for it. This focused advisory engagement tells you exactly where you stand, what needs to happen first, and which AI use cases are actually achievable for your organization right now.
What’s included:
AI use-case discovery
Data quality and accessibility review
KPI consistency assessment
Governance and ownership gap analysis
High-value automation opportunity identification
Practical 90-day roadmap
How the services fit together.
Start — Data Readiness & KPI Audit: Diagnose the problem. Build the roadmap.
Stabilize — Data Cleanup & Refresh: Keep reporting data clean and trustworthy.
Build — Dashboards & Workflow Design: Create decision-ready reporting.
Lead — Fractional Data Officer: Own the data strategy end to end.
Most engagements start with the Data Readiness & KPI Audit — a focused diagnostic that tells you where to invest first. From there, many clients move into a Fractional Data Officer retainer, with dashboards, workflow design, data cleanup, and AI readiness delivered under that umbrella as a coherent roadmap rather than a pile of disconnected projects.
Not sure where to start?
The Data Readiness Audit is the right first move for most companies. A 30-minute discovery call will tell us both whether it’s the right fit.